Frequently Asked Questions

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To report potential errors, please log into your online account, and click on the “InstructorLink” icon on the dashboard. Once you are in the InstructorLink section, complete the “Report an Error” form. We respond to all errata submissions that identify actual errors, and we generally respond to other inquiries as well.

To email the instructor, log in to your online access account on https://home.kaplanlearn.com/login. Once logged in, select “InstructorLink” under “Study Tools.” Any comments sent via this link will be sent directly to the instructor.

All prices on the website are listed in US dollars.

Our study packages and classes offer access to the Kaplan Schweser Community, an online forum where you can ask questions, find answers, and engage with industry experts and your fellow candidates. For all other questions, you can contact us by calling 877-311-9770 or +1-608-779-8327 (International), using our live chat feature, or by filling out our contact form on the contact us page.

Every year, the governing bodies announce a new curriculum for their respective designations. These updates include adding new readings, dropping old readings, and altering many of the learning outcomes associated with old readings that are retained in the curriculum. This requires a complete rewrite of the previous year’s Schweser materials, including books, QBank, Mock Exams, and other products. Because of these changes, previous editions of the Kaplan Schweser materials are not the best source of study materials. To ensure you are prepared for the upcoming exams, you need to have up to date study materials.

Yes, anything that Kaplan sells can be added on the total tuition amount.

All courses can be taken under this loan program as long as the totals are at least $1000.00 for the tuition portion.

Anyone can apply for this career loan. Sallie Mae will consider co-borrower and co-signer applications to improve your qualifications for approval.

• You may enter the classroom after day 5 from exposure with a negative test result (rapid test is acceptable) taken on day 5 or later, unless the local laws regarding COVID-19 are more restrictive.

• Don’t worry about missing anything! You can view the recorded lessons in your syllabus.

• Please call 1-877-311-9770 to discuss your learning path as soon as possible. We need to inform your classmates and the instructor of possible exposure as soon as we can to prevent additional potential spread. We also have safety protocols we will follow.

• In most cases, you will be permitted to return to class after 5 days from onset of symptoms (or, if no symptoms, your positive test), so long as you have tested negative and no longer have symptoms.

• Be sure to monitor your email for updates on class location.

You may enter the location 5 days from return with a negative test result (rapid test is acceptable) taken on day 5 or later, unless the local laws regarding COVID-19 are more restrictive.

No. Kaplan Schweser rewrites all materials each year to reflect any curriculum changes.

We cannot offer CPE credits on CFA classes/workshops because we cannot comply with NASBA monitoring requirements in a cost-effective way.

Yes, you can switch your Kaplan Schweser study package and/or exam prep products to align with a different pathway. Digital study products are free to switch over, while print materials are $99 plus shipping. Please note that you will lose your progress and Performance Tracker statistics if you switch pathways. To switch pathways, simply contact Customer Support. However, keep in mind that CFA Institute does not allow candidates to switch their pathway once registration is complete.

You can access your online tools by navigating to https://home.kaplanlearn.com/. Next, under the Access My Learning section, click Launch to begin your studies.

To report potential errors, please log into your online account, and click on the “InstructorLink” icon on the dashboard. Once you are in the InstructorLink section, complete the “Report an Error” form. We respond to all errata submissions that identify actual errors, and we generally respond to other inquiries as well.

To email the instructor, log in to your online access account on https://home.kaplanlearn.com/login. Once logged in, select “InstructorLink” under “Study Tools.” Any comments sent via this link will be sent directly to the instructor.

The Schweser Flashcards contain the main points of the readings, along with learning outcomes, and have been designed for use as a quick review as well as a reference source. They are an excellent way for a candidate to focus on the main points covered by a Learning Outcome Statement. Candidates may choose to use the Flashcards to overview a topic prior to more in-depth study or as a follow-up to check comprehension after a more in-depth study session.

Our study packages and classes offer access to the Kaplan Schweser Community, an online forum where you can ask questions, find answers, and engage with industry experts and your fellow candidates. For all other questions, you can contact us by calling 877-311-9770 or +1-608-779-8327 (International), using our live chat feature, or by filling out our contact form on the contact us page.

Every year, CFA Institute announces its new curriculum. These annual updates include adding new readings, dropping old readings, and altering many of the learning outcomes associated with old readings that are retained in the curriculum. This requires a complete rewrite of the previous year’s Schweser materials, including books, QBank, Mock Exams, and other products. Because of these changes, previous editions of the Kaplan Schweser materials are not the best source of study materials. To ensure you are prepared for the upcoming exams, you need to have up to date study materials.

You may use either the Texas Instruments BA II Plus (including the BA II Plus Professional) or the Hewlett Packard 12C (including the HP 12C Platinum). Unless you are already proficient with the HP calculator, we suggest you use the BA II Plus and our instruction is based on that model (either regular or professional). For more information, visit the following websites: www.hp.com or www.ti.com.

You can find contact information for CFA Institute at www.cfainstitute.org or email info@cfainstitute.org.

There is a registration section on the CFA Institute website where you will register for the exam. You are required to create an account before you are allowed to register.

While it is technically possible to pass all three exams within 18 months, it usually takes longer depending on your other time commitments, such as a full-time job. The average time to complete the three exams is more than 4 years. Our goal is to help you minimize this time commitment.

Starting from a general body of knowledge, CFA Institute assigns a set of readings from textbooks and journal articles for different subject areas: economics, ethics, equity, corporate finance, accounting/financial statement analysis, fixed income securities, markets, portfolio management, and quantitative methods. Each reading has a set of learning outcomes. CFA Institute constructs these learning outcome statements to focus the candidate’s study efforts on particular topics within a particular reading.

The Chartered Financial Analyst (“CFA”) Program is a globally recognized standard for professionals in the financial services industry. The CFA charter is given by CFA Institute. The first charter was awarded in 1963; the program is over 60 years old. For more information, please visit www.cfainstitute.org. Kaplan Schweser is not affiliated with CFA Institute. Kaplan Schweser is an independent educational training firm and assists candidates in preparing for the CFA exam.

Pass rates on the exam varies from year to year and from level to level. Visit the CFA Institute site www.cfainstitute.org for more information.

CFA Institute’s Prep Provider Guidelines do not allow us to publish or communicate pass rates in any provider materials.

All online tools are available in your account through our Learning Platform. Click the Sign In button on the top right hand corner of this window or click here: Sign In »

Any errors found in SchweserPro^™ QBank are updated immediately. You are always seeing the most updated version of SchweserPro^™ QBank.

SchweserPro^™ QBank requires you to have full administrative rights on your PC. If you are using a work PC, you will need to work with your IT department, as this message is typically due to a firewall problem. You may also need to check the following: Internet Explorer > Tools > Internet Options > Connections > LAN Settings… > uncheck “Use Proxy Server…”, put in the address www.schweser.com and port number 443. If you are using a personal PC that may connect into your work’s server, please go to Internet Explorer > Tools > Internet Options > Connections > LAN Settings > make sure to check and mark “Bypass proxy server for local address.”

Yes. Once you are logged in under the CAIA section on our website, click “Updates/Errata” to find a complete list of updates to our study materials

The SchweserNotes^™ are organized by Topic and by Learning Objective (LO). The curriculum is presented in LO order, making studying for the exam a simple process: read the LO to determine the specific knowledge to be gained; read the comprehensive explanation immediately following the LO; and test yourself using Concept Checker questions.

To report potential errors, please log into your online account, and click on the “InstructorLink” icon on the dashboard. Once you are in the InstructorLink section, complete the “Report an Error” form. We respond to all errata submissions that identify actual errors, and we generally respond to other inquiries as well.

To email the instructor, log in to your online access account on https://home.kaplanlearn.com/login. Once logged in, select “InstructorLink” under “Study Tools.” Any comments sent via this link will be sent directly to the instructor.

Our study packages and classes offer access to the Kaplan Schweser Community, an online forum where you can ask questions, find answers, and engage with industry experts and your fellow candidates. For all other questions, you can contact us by calling 877-311-9770 or +1-608-779-8327 (International), using our live chat feature, or by filling out our contact form on the contact us page.

Every year, the governing bodies announce a new curriculum for their respective designations. These updates include adding new readings, dropping old readings, and altering many of the learning outcomes associated with old readings that are retained in the curriculum. This requires a complete rewrite of the previous year’s Schweser materials, including books, QBank, Mock Exams, and other products. Because of these changes, previous editions of the Kaplan Schweser materials are not the best source of study materials. To ensure you are prepared for the upcoming exams, you need to have up to date study materials.

The CAIA Association^® allows candidates to use the TI Business Analyst Plus II (including the TI Business Analyst II Professional) or the HP 12C (including the HP 12C Platinum). No other calculators will be allowed in the exam room.

You may use either the Texas Instruments BA II Plus (including the BA II Plus Professional) or the Hewlett Packard 12C (including the HP 12C Platinum). Unless you are already proficient with the HP calculator, we suggest you use the BA II Plus and our instruction is based on that model (either regular or professional). For more information, visit the following websites: www.hp.com or www.ti.com.

No, you will pay an enrollment fee upfront, which will cover both exams, but after that, you must register and pay for each exam level separately.

Our SchweserNotes^™ are written to be a comprehensive guide of the recommended readings for the CAIA exam. The decision on whether or not to read the original texts is up to you, and often depends on your own academic background, strengths, and weaknesses.

There is a registration section on the CAIA Association website where you will register for the exam. You are required to create an account before you are allowed to register.

After registering for a CAIA exam, you will receive a confirmation email from CAIAA that will explain how to schedule your exam appointment. You will be asked to choose a testing center from a list of available sites, as well as a specific date and time within the two-week exam period for which you are registered.

Past candidate surveys show that the average study time is at least 200 hours of study for each level of the exam.

You must have a U.S. bachelor’s degree (or equivalent) and possess over one year of professional experience in the financial industry or possess a minimum of four years’ professional experience in the financial industry. In addition, you must provide two professional references, complete the online CAIA Membership Agreement, submit annual membership dues, and pass both levels of the CAIA exam.

Enrollment fee details can be found here: CAIA Exam Registration and Dates.

You can find contact information for CAIA Association at www.caia.org or email info@caia.org.

The Chartered Alternative Investment Analyst Charter program was started in 2002 and is gaining momentum. The CAIA community now has over 8,000 alternative investment leaders that can be found in over 80 countries. The Charter covers alternative investments such as real assets, private equity, commodities, managed futures, hedge funds, and structured products. The Chartered Alternative Investment Analyst Association^® (CAIAA) is the governing body of the CAIA exam; therefore it is in charge of determining candidates’ eligibility, administering and grading the exams, and deciding who is awarded the designation.

The Level I exam lasts 4 hours and consists of 200 multiple-choice questions. The Level II exam lasts 4 hours and consists of 100 multiple-choice questions and three sets of constructed-response (essay-type) questions.

The Level I and Level II exams are each offered in September and March. This exam schedule gives candidates the opportunity to complete the entire CAIA program in a single year. Candidates must successfully complete both exams in order to be eligible for membership in the CAIA Association. Candidates cannot take the Level I and Level II exams in the same exam period.

The CAIAA exam committee uses 70% of the total points as the initial benchmark so that candidates who earn 70% or more of the total points pass the exam. Because the Association compares a candidate’s score against the average exam score, there is the potential for a curve. The curve effectively moves the passing score below 70%.

Please refer to our Exam Details page for the most up to date list of topics covered in the CAIA curriculum.

Exam windows for each level are held in March and September of each year.

Registration for the March exams is open in October through the beginning of February, while registration for the September exams is open early April through late July. Early registration periods take place during the first eight weeks of registration. Registration is exam-specific and cannot be transferred to future exam sessions.

Level I exam results are usually distributed within three weeks of the closing of the exam window. Level II exam results are usually distributed within six weeks of the closing of the exam window.

The CAIA exams are administered by computer at proctored test centers around the world. After registering for an exam, candidates are required to schedule an appointment with a testing center. Visit the test center section of the CAIA Association’s website to find a test center near you.

No, we rewrite all of our materials each year as a whole to reflect any curriculum changes, which can be extensive.

Yes, but the OnDemand Review Package is specifically designed for late-season review and is not designed to be a substitute for a comprehensive study package. Typically, the OnDemand Review sessions are not available until 1–2 months prior to the exam. Please contact us for more information.

All online tools are available in your account through our Learning Platform. Click the Sign In button on the top right hand corner of this window or click here: Sign In »

According to the GARP^® website, “GARP does not offer FRM preparation courses as the Association considers this to be a conflict of interest.” They even state that “Alone, the FRM Core Readings are not sufficient to prepare a candidate to pass the examination.” Clearly, it would be to your advantage to use an exam prep provider…and we believe Kaplan Schweser is your best solution.

To report potential errors, please log into your online account, and click on the “InstructorLink” icon on the dashboard. Once you are in the InstructorLink section, complete the “Report an Error” form. We respond to all errata submissions that identify actual errors, and we generally respond to other inquiries as well.

Start by creating a personalized study plan and adjust as necessary to ensure you are always on track for exam day. Then begin reading your SchweserNotes^™ in order. If at any point you need additional insight, consult the appropriate FRM assigned readings.

To email the instructor, log in to your online access account on https://home.kaplanlearn.com/login. Once logged in, select “InstructorLink” under “Study Tools.” Any comments sent via this link will be sent directly to the instructor.

Schweser’s Secret Sauce^® contains the critical concepts found within the FRM^® readings and has been designed for use as a quick review as well as a reference source. It will help with the retention of the FRM curriculum when it is used in conjunction with the SchweserNotes^™. This late-season product is excellent for those candidates trying to absorb as much material as possible prior to the examination.

Our study packages and classes offer access to the Kaplan Schweser Community, an online forum where you can ask questions, find answers, and engage with industry experts and your fellow candidates. For all other questions, you can contact us by calling 877-311-9770 or +1-608-779-8327 (International), using our live chat feature, or by filling out our contact form on the contact us page.

Every year, the governing bodies announce a new curriculum for their respective designations. These updates include adding new readings, dropping old readings, and altering many of the learning outcomes associated with old readings that are retained in the curriculum. This requires a complete rewrite of the previous year’s Schweser materials, including books, QBank, Mock Exams, and other products. Because of these changes, previous editions of the Kaplan Schweser materials are not the best source of study materials. To ensure you are prepared for the upcoming exams, you need to have up to date study materials.

You may use either the Texas Instruments BA II Plus (including the BA II Plus Professional) or the Hewlett Packard 12C (including the HP 12C Platinum). Unless you are already proficient with the HP calculator, we suggest you use the BA II Plus and our instruction is based on that model (either regular or professional). For more information, visit the following websites: www.hp.com or www.ti.com.

No, if you would like, you may take the exam and then complete your two years of experience. Once you complete the requirement, simply contact GARP^®, and your certificate will be issued to you.

Our SchweserNotes^™ are written to be an essential complement to GARP’s recommended readings for the FRM Exams. The decision as to whether or not to read the recommended readings is up to you, and often depends on your own academic background, strengths, and weaknesses.

No; unfortunately, the program requires two years of professional experience, and an internship position does not meet these requirements.

Our study packages include products and materials designed to prepare you for the FRM Exams, regardless of the format you choose. You will receive a Part I or Part II Study Outline that explains the topics you should focus on to successfully prepare for exam day.

There is a registration section on the GARP website where you will register for the exam.

The FRM designation complements the CFA charter. The FRM curriculum provides more detail on areas of financial and non-financial risk while the CFA curriculum provides a broad view of financial analysis in general. The FRM Part I material will overlap with part of the CFA curriculum, mainly in the areas of quantitative analysis, portfolio theory, derivatives, and fixed income securities. The FRM and CFA overlap at Part II is minimal; however, some concepts that are mentioned briefly in the CFA curriculum, such as value at risk, credit risk, risk budgeting, and hedge funds, are expanded upon in this section of the FRM curriculum. Exclusive to the FRM Exams are readings on operational and integrated risk management, Basel II, current issues in financial markets, and case studies in risk management. The FRM Exams tend to have more of a quantitative focus than the CFA exams.

On average, GARP® reports that FRM candidates spend approximately 240 hours preparing for the exam. However, at the individual level, this can range from less than 100 hours to more than 400 hours. Therefore, it's important to gauge your own understanding of the curriculum and follow an established study plan. Please visit this GARP resource for more details.

It’s growing quickly. Since the FRM designation Program began in 1997, more than 87,000 individuals around the world have successfully completed the program. For more information, please visit www.garp.org.

Enrollment fee details can be found here: FRM Exam Registration and Dates.

You must receive a passing score on each part of the FRM Exam, hold an active membership with GARP^®, and have a minimum of two years’ experience in the financial risk management (or other related) field.

The expanded FRM Program includes two exams, Part I and Part II are computer-based, multiple-choice exams. Part I contains 100 multiple-choice questions. Part II contains 80 multiple-choice questions.

GARP^® provides its FRM^® Program for the testing, analysis, and evaluation of the skills, qualifications, education, and competencies of those in the field of financial risk management. The FRM designation is globally recognized as the benchmark for financial risk professionals and has been adopted by companies to ensure their risk management employees are well versed in the latest financial risk concepts. Click here for more information about the FRM Program.

When you purchase the eBook versions of SchweserNotes^™, Secret Sauce^®, or QuickSheet, you will get access to view them online. You can also access and download them on up to two personal computers and up to two mobile devices.

VitalSource^® is the preferred and most used eBook platform in higher education today, and the VitalSource Bookshelf^® is the most advanced eBook software in the world. With VitalSource^®, you get three-way access to your books: download, online, and mobile. Notes and highlights automatically stay in sync no matter where you take them (mobile requires online sync). In the library, at the computer lab, or even in a clinical setting, you can access your books when you need them—whether you brought your laptop or not.

SchweserNotes^™, Schweser’s Secret Sauce^®, and Schweser’s QuickSheet are available as VitalSource^® eBooks. The eBook provides access to your study materials in a digital format for use on a personal computer, Apple^® mobile device (including iPad^®, iPhone^®, and iPod touch^®), Android™ mobile device, and the Kindle Fire.